Non-Profit Services

“Our team serves a large number of nonprofits in the Triangle.”

We Offer:

  • Nonprofit Accounting training – we can train you and your staff on the proper use of QuickBooks® software for use in your Nonprofit organization.
  • Set up- we can set up QuickBooks® or assist you with set up or troubleshooting existing QuickBooks® Data files.
  • Review/reporting Services- we can provide regular reviews of your data to allow you to have separation of duties to be able to comply with audit standards.
  • We can provide advanced level reports, like reports by Fund, Grantor, Program.
  • On Site Bookkeeping- We can provide one of our team to come to your office to do all or part of your bookkeeping either on a weekly or monthly basis or to fill in for emergencies, vacations, or maternity leaves.
  • We can Assist with Semi-Annual filings for Sales Tax Refunds.
  • We can provide budget reports with detail or a review letter for your next board meeting.
  • Board Training for your Board members to provide an understanding of the financial reports and their fiduciary responsibilities.
  • Audit Prep- we can assemble required documents for the financial portion of your annual audit or review.
  • Audit Assistance-if we are providing bookkeeping services or monthly review of your nonprofits books we are happy to meet with your auditor to assist them and help your audit go smoothly.
  • Third Party Applications- we can assist with implementation of third party nonprofit software integration with QuickBooks® products like Giftworks or Donor Perfect.

Examples of nonprofits we work with:

  • Professional National Associations and Membership Organizations
  • Service Organizations-International Human Condition Services, Healthcare, Transitional Housing, Family Services, Counseling
  • Chambers of Commerce
  • Churches and Synagogues
  • Religious Day Cares
  • Educational Organizations – Environment, Voters, Landscaping, Restaurants
  • Private Schools –K-12 Schools
  • Home Owner Associations- HOAs


Call us today at 919-217-2515 to schedule a consulting session for your Nonprofit. We Make it Easy.


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